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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2001
Rialto Wealth Management
New York
$2.98K +$2.98K +38 New
RF
2002
Rossby Financial
Florida
$2.88K +$2.83K +36 New
AG
2003
AmeriFlex Group
Nevada
$2.82K – – –
WPA
2004
Wealth Preservation Advisors
Tennessee
$2.66K +$2.67K +34 New
PS
2005
PayPay Securities
Japan
$2.65K -$785 -10 -23%
1IA
2006
1620 Investment Advisors
Massachusetts
$2.58K – – –
NRG
2007
Nemes Rush Group
Michigan
$2.58K – – –
MAFA
2008
MJT & Associates Financial Advisory
Minnesota
$2.11K +$2.12K +27 New
BFS
2009
Bare Financial Services
Pennsylvania
$2.04K +$2.04K +26 New
RCM
2010
Raleigh Capital Management
North Carolina
$1.96K -$68.2K -869 -97%
DFA
2011
DHJJ Financial Advisors
Illinois
$1.58K – – –
CFFP
2012
Center for Financial Planning
Michigan
$1.57K – – –
OCM
2013
Osterweis Capital Management
California
$1.57K +$1.57K +20 New
KB
2014
Kimelman & Baird
New York
$1.49K – – –
CWM
2015
Crowley Wealth Management
Delaware
$1.41K – – –
TC
2016
Trust Company
Kansas
$1.33K +$1.33K +17 New
JFG
2017
JDM Financial Group
Texas
$1.25K – – –
STB
2018
S&T Bank
Pennsylvania
$1.25K +$1.26K +16 New
HHGA
2019
Halbert Hargrove Global Advisors
California
$1.2K +$1.18K +15 New
PPWM
2020
PFG Private Wealth Management
Florida
$1.01K +$1.02K +13 New
PWM
2021
Parkworth Wealth Management
California
$939 – – –
HIA
2022
HFM Investment Advisors
New Jersey
$783 +$785 +10 New
NL
2023
NVWM LLC
Pennsylvania
$626 – – –
Q1WB
2024
Quest 10 Wealth Builders
Virginia
$553 -$2.83K -36 -84%
IHWM
2025
Iron Horse Wealth Management
Iowa
$470 +$471 +6 New
79 80
81
82 83